Campaign Plan


The Campaign Plan table is designed for Senior Campaign team members (ie. EPC) and allows campaigns to draft and monitor a budget, tasks, and approval processes. Based on our experience with managing campaigns, we integrated all of these aspects into one table because we found it useful to have tasks linked to budget items (for the most part).


This table includes 7 pre-made views:

  • Budget:
  • Tasks:
  • Tasks by Phase:
  • Tasks by Owner:
  • Calendar:
  • Design Pipeline:
  • Digital Content Pipeline: 

Feel free to create your own views.


**We'd love to hear your feedback on how Campaign Dashboard could be improved. If you create new views or fields, it would be great if you could send us a quick note to let us know so we can consider building it into future releases.